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IUSA.MI vs. KKR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IUSA.MI vs. KKR

Last updated Jun 26, 2026

IUSA.MI (iShares Core S&P 500 UCITS ETF USD Dist) is S&P 500 fund tracking the S&P 500 Index, while KKR (KKR & Co. Inc.) is a stock. Over the past 10 years, IUSA.MI returned 15.21%/yr vs 24.44%/yr for KKR. At a 0.42 correlation, their price movements are largely independent.

Performance

IUSA.MI vs. KKR - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Core S&P 500 UCITS ETF USD Dist (IUSA.MI) and KKR & Co. Inc. (KKR). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IUSA.MI is traded in EUR, while KKR is traded in USD. To make them comparable, the KKR values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, IUSA.MI achieves a 11.78% return, which is significantly higher than KKR's -24.38% return. Over the past 10 years, IUSA.MI has underperformed KKR with an annualized return of 15.21%, while KKR has yielded a comparatively higher 24.44% annualized return.

IUSA.MI

1D
0.00%
1M
1.14%
YTD
11.78%
6M
12.16%
1Y
25.85%
3Y*
19.30%
5Y*
14.11%
10Y*
15.21%

KKR

1D
1.18%
1M
0.11%
YTD
-24.38%
6M
-26.09%
1Y
-25.54%
3Y*
19.70%
5Y*
10.87%
10Y*
24.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IUSA.MI vs. KKR - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IUSA.MI
iShares Core S&P 500 UCITS ETF USD Dist		11.78%4.30%33.67%22.28%-14.70%40.93%7.52%34.35%-1.19%6.82%
KKR
KKR & Co. Inc.		-24.38%-23.61%91.50%75.07%-33.07%99.66%29.49%54.99%0.21%24.35%

Correlation

The correlation between IUSA.MI and KKR is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.26

Correlation (3Y)
Calculated over the trailing 3-year period

0.34

Correlation (5Y)
Calculated over the trailing 5-year period

0.40

Correlation (10Y)
Calculated over the trailing 10-year period

0.42

Correlation (All Time)
Calculated using the full available price history since Jul 15, 2010

0.42

The correlation between IUSA.MI and KKR shifts across timeframes, from 0.26 (1 year) to 0.42 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

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iShares Core S&P 500 UCITS ETF USD Dist

KKR & Co. Inc.

Often compared with IUSA.MI:
IUSA.MI vs. VUSA.MIIUSA.MI vs. GOLD.ASIUSA.MI vs. IGLN.LIUSA.MI vs. S500.PAIUSA.MI vs. VUSA.ASIUSA.MI vs. VUAA.DEIUSA.MI vs. EGLN.L
Often compared with KKR:
KKR vs. BXKKR vs. APOKKR vs. CGKKR vs. SPYKKR vs. BRK-BKKR vs. VOOKKR vs. QQQ

Return for Risk

IUSA.MI vs. KKR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IUSA.MI
IUSA.MI Risk / Return Rank: 7979
Overall Rank
IUSA.MI Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
IUSA.MI Sortino Ratio Rank: 7878
Sortino Ratio Rank
IUSA.MI Omega Ratio Rank: 8080
Omega Ratio Rank
IUSA.MI Calmar Ratio Rank: 7979
Calmar Ratio Rank
IUSA.MI Martin Ratio Rank: 7777
Martin Ratio Rank
KKR
KKR Risk / Return Rank: 1717
Overall Rank
KKR Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
KKR Sortino Ratio Rank: 1414
Sortino Ratio Rank
KKR Omega Ratio Rank: 1515
Omega Ratio Rank
KKR Calmar Ratio Rank: 2121
Calmar Ratio Rank
KKR Martin Ratio Rank: 2121
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IUSA.MI vs. KKR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 UCITS ETF USD Dist (IUSA.MI) and KKR & Co. Inc. (KKR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

IUSA.MIKKRDifference
Sharpe ratioReturn per unit of total volatility
2.23
-0.69

+2.92

Sortino ratioReturn per unit of downside risk
3.03
-0.80

+3.83

Omega ratioGain probability vs. loss probability

1.41

0.90

+0.51

Calmar ratioReturn relative to maximum drawdown

3.64

-0.58

+4.22

Martin ratioReturn relative to average drawdown

12.88

-0.98

+13.86

IUSA.MI vs. KKR - Sharpe Ratio Comparison

The current IUSA.MI Sharpe Ratio is 2.23, which is higher than the KKR Sharpe Ratio of -0.69. The chart below compares the historical Sharpe Ratios of IUSA.MI and KKR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

IUSA.MI vs. KKR - Drawdown Comparison

The maximum IUSA.MI drawdown since its inception was -47.45%, smaller than the maximum KKR drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for IUSA.MI and KKR.

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Drawdown Indicators

IUSA.MIKKRDifference

Max Drawdown

Largest peak-to-trough decline

-47.45%

-54.52%

+7.07%

Max Drawdown (1Y)

Largest decline over 1 year

-7.16%

-44.53%

+37.37%

Max Drawdown (3Y)

Largest decline over 3 years

-23.27%

-54.49%

+31.22%

Max Drawdown (5Y)

Largest decline over 5 years

-23.27%

-54.49%

+31.22%

Max Drawdown (10Y)

Largest decline over 10 years

-33.65%

-54.49%

+20.84%

Current Drawdown

Current decline from peak

-0.05%

-48.83%

+48.78%

Average Drawdown

Average peak-to-trough decline

-7.38%

-15.23%

+7.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.02%

26.14%

-24.12%

Volatility

IUSA.MI vs. KKR - Volatility Comparison

The current volatility for iShares Core S&P 500 UCITS ETF USD Dist (IUSA.MI) is 3.31%, while KKR & Co. Inc. (KKR) has a volatility of 9.23%. This indicates that IUSA.MI experiences smaller price fluctuations and is considered to be less risky than KKR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IUSA.MIKKRDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.31%

9.23%

-5.92%

Volatility (6M)

Calculated over the trailing 6-month period

7.96%

29.47%

-21.51%

Volatility (1Y)

Calculated over the trailing 1-year period

11.69%

37.13%

-25.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.22%

38.69%

-23.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.12%

36.55%

-20.43%

Dividends

IUSA.MI vs. KKR - Dividend Comparison

IUSA.MI's dividend yield for the trailing twelve months is around 0.86%, less than KKR's 1.12% yield.

PositionTTM20252024202320222021202020192018201720162015
IUSA.MI
iShares Core S&P 500 UCITS ETF USD Dist		0.86%0.94%0.99%1.26%1.47%0.99%1.40%1.49%1.71%1.52%1.38%1.52%
KKR
KKR & Co. Inc.		1.12%0.57%0.47%0.78%1.31%0.77%1.31%1.71%3.23%3.18%4.16%10.13%

Frequently Asked Questions

IUSA.MI and KKR have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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